Projects
See one project’s tasks by status — work in flight without leaving the ERP.
Where to find it: Left menu → Projects & Operations → Task board
Step 1
Left menu → Projects & Operations → Task board. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Pick a project. Move cards with the next-status actions. Use the register for create, WBS, and dependencies.
Step 3
Board columns should match task status. Blocked cards should show a reason.
Yes. Task board is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
No. It is a delivery board on the same project tasks used for time and milestones — not sprints or issue tracking.
